Compass CoPilot Features

Social workers can dictate their case notes and transcribe interviews to create case narratives that can then be uploaded to the case management system.

Auto-fill Forms

Compass CoPilot fills in known information about the client or case automatically. After the worker completes any additional information that’s needed, both the client and worker can sign the form using the tablet.

Document Capture

The social worker can capture high-resolution, color images of documents in disconnected mode while in the field. Documents are automatically associated with the client and can be shared with the supervisor or other workers.

Image Capture

The social worker can capture high-resolution, color images of clients and living conditions. Images can be automatically tagged with date, time, client and social worker names, and more. The worker also has the option of adding captions.

Audio Recording

Workers can record interviews with their clients and save them permanently as audio files in the electronic case file. This allows the social worker to focus their undivided attention on the client while ensuring that every word is captured and easily accessible for later case documentation during downtimes.

Secure Mobile System

Compass CoPilot is password-protected and all information retained on the tablet is secured by the operating system with industry-standard encryption.

Data Syncing

CoPilot can work in a disconnected mode. All of the information that the social workers capture in the field is synchronized with the agency's Compass® system back at the office. No need to lug huge case files around, they're all there – and up-to-date – on the tablet computer.